When you have to look after your children and ageing parents, how can you provide for their financial and emotional needs, while still taking care of yours?
Questions to ask yourself
When you want to support the people you love, you need to balance their needs and yours. To get started, ask yourself these three important questions:
Can my finances take the strain?
If you're supporting your parents and children, you'll need to make sure your finances are in good shape. We believe with the right planning, you could take care of your children and parents, and still have enough money to do what's important to you.
Am I setting up my children for success?
What skills will your children need? How much money should you set aside for them? And how can you get them off to a great start in life? While you can't predict your children's future, you can help them prepare for it.
How will I inherit or pass on wealth?
Maybe you need to prepare to inherit your parents' estate. Or you might be thinking about passing on your wealth to your children. To secure your family's wealth, you'll need the best possible plan to make it happen.
How can wealth management help?
You have some of the world’s most experienced financial professionals working together on your behalf. Your main point of contact is your Client Advisor, who’ll work with our investment specialists and other members of the relationship service team to address your specific needs.
Great investment advice doesn’t exist in a vacuum. Our service takes into account all your financial needs, from wealth planning to investing to banking. We call this your total wealth solution.
We'd like to meet you
Come and see us so we can start working towards your future.
The price and value of investments and income derived from them can go down as well as up. You may not get back the amount originally invested.
UBS does not give tax advice and you should consult your independent tax adviser for specific advice before entering into or refraining from entering into any investment.